Shannon
Smith

Allstate Financial Advisors, LLC

CRD#2495650
Investment Advisor
in Lincoln, NE

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About this Advisor

Shannon Smith is a financial advisor who works in Lincoln, Nebraska with 9 years of industry experience. Smith is an advisor for Allstate Financial Advisors, LLC. Throughout their career, they have worked at Allstate Insurance Co and Investment Centers Of America. Smith maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Colorado. Allstate Financial Advisors, LLC is a registered investment business operating out of Lincoln, NE. The company has offices in 39 locations and a total of 335 employees. It manages $29 million in total assets between its 139 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. The company provides selection of other advisers. Financial management fees typically depend on which services are provided. Fees charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

2920 S 84Th St
Lincoln, NE 68506-4142

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

NE Average: $1,978,216,465
Total Number of Employees

335

NE Average: 226
Total Number of Accounts

139

NE Average: 7,467
Average Account Size

$205,173

NE Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Shannon Smith Work History

Shannon has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Allstate Insurance Co

2013 - 2014 (1 year)

Investment Centers Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shannon Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Tracey Hurst
St Johns, FL
Gary Porfert
Denton, TX
Joseph Mcdonough
Las Vegas, NV
Benjamin Alcid
Rockville, MD
Charles Powell
Virginia Beach, VA
Spencer Miller
Los Angeles, CA
Annie Cronin
Daly City, CA
Shannon Wiatrek
Lincoln, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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